LWM

Lyell Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 26.99%
This Quarter Est. Return
1 Year Est. Return
+26.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.04M
3
+$2.81M
4
VRT icon
Vertiv
VRT
+$2.78M
5
TOL icon
Toll Brothers
TOL
+$2.28M

Top Sells

1
+$2.52M
2
+$2.34M
3
+$2.24M
4
NOC icon
Northrop Grumman
NOC
+$1.83M
5
SLB icon
SLB Ltd
SLB
+$1.2M

Sector Composition

1 Technology 35.97%
2 Healthcare 9.38%
3 Communication Services 9.2%
4 Consumer Discretionary 8.62%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$269K 0.03%
3,363
177
$267K 0.03%
1,335
-150
178
$263K 0.02%
14,766
179
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180
$259K 0.02%
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181
$257K 0.02%
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182
$256K 0.02%
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183
$255K 0.02%
940
184
$254K 0.02%
4,000
185
$249K 0.02%
2,263
186
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5,580
187
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5,125
188
$241K 0.02%
772
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189
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190
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191
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192
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193
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194
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195
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196
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197
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198
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842
199
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10,350
200
$190K 0.02%
12,301
-1,298
5 6 7
8
9